Compare · 2 funds side by side · dividends reinvested

COWZ and FDL

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,479FDL · best of the two

02 / 04

COWZ and FDL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.54%+26.9%+34.4%+25.0%+15.4%−7.2%12.5%$8.5B1.1

Pacer US Cash Cows 100 ETFUS Stock Styles · Large cap0.49%1.90%+20.4%+26.4%+17.1%+12.2%−7.6%12.3%$19.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: COWZ 2016 · FDL 2006

Head to Head

Swap sides Versus in desk

Head to Head

Pacer US Cash Cows 100 ETF · $19.8B$17,764

COWZ

FDL

First Trust Morningstar Dividend Leaders Index Fund · $8.5B$20,479

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

COWZMeasureFDL

+20.4%Year to dateJan 1 → Nov 4+26.9%

+26.4%1 yearTotal return+34.4%

+17.1%3 years · per year$10,000 became $16,053 · $19,529+25.0%

+12.2%5 years · per year$10,000 became $17,764 · $20,479+15.4%

0.49%Expense ratio$49 · $43 a year on $10k · lower is better0.43%

1.90%Trailing 12-mo yield$190 · $354 a year on $10k3.54%

−7.6%Worst dropSmaller is better−7.2%

12.3%VolatilityLower is calmer12.5%

COWZFDL Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7FDL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

COWZ vs FDL: Top 5 Holdings

Today

COWZ

11.9%in top 5

FDL

in top 533.7%

COWZStockFDL

not top 5CVX9.0%

not top 5VZ6.7%

not top 5PM6.5%

not top 5PFE6.5%

not top 5PEP5.1%

2.7%ACNnot top 5

2.4%LMTnot top 5

2.2%MOnot top 5

2.2%GILDnot top 5

2.2%MPCnot top 5

Held in common20.4%

End-of-day Nov 4, 2026 · share of each fund

COWZ vs FDL Returns, Every Period

PacerCOWZ

+12.2%

5 years, per year

FDLFirst Trust

+15.4%

5 years, per year

COWZFDLFaded: behind in that period

0–4FDL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: COWZ vs FDL

YTD

PacerCOWZ

+20.4%

FDLFirst Trust

+26.9%

+20.4%Year to date+26.9%

−7.6%Worst drop · 1Y−7.2%

12.3%Volatility · 1Y12.5%

1.9%Yield3.5%

$19.8BAssets$8.5B

3–1FDL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: COWZ, FDL

Today

0.43%lowest, FDL

FundExpense ratioFee$10k

FDL0.43%$43

COWZ0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: COWZ, FDL

3.54%highest, FDL

FundTrailing yieldYield$10k

FDL3.54%$354

COWZ1.90%$190

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$311most kept, FDL

FDL$354 − $43 = $311

COWZ$190 − $49 = $141

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: COWZ, FDL

Today

20.4%most shared, COWZ and FDL

COWZFDL

COWZ—20.4%

FDL20.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+34.4%FDL, at 12.5% volatility

COWZWorst drop−7.6%12.3% vol

FDLWorst drop−7.2%12.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FDLCOWZ

+26.9%Year to date+20.4%

3.5%Yield1.9%

+34.4%Past year+26.4%

0.43%Fee0.49%

4–0FDL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026